See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,966 | $65,561-31.4% | $86,188-47.8% | $75,163-40.2% |
| Participation rate | 57.7% | 60.5%-2.8pp | 69.0%-11.3pp | 67.2%-9.5pp |
| Annual return | 27.03% | 46.05%-19.0pp | 1168.45%-1141.4pp | 160.62%-133.6pp |
| Employer contribution / active EE | $2,475 | $1,553+59.4% | $2,380+4.0% | $2,670-7.3% |
| Participant deferral / active EE | $3,363 | $3,024+11.2% | $3,985-15.6% | $4,125-18.5% |
| Admin fee / account holder | $5,721 | $5,474+4.5% | $6,852-16.5% | $5,651+1.2% |